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How many of your customers do you feel are loyal and committed to stick with your services? Deep down do you have an inkling that some may be seeking to move their business elsewhere? In this business climate overheads and managing costs are under the microscope constantly.

It’s sometimes when you’re half-way through either the calendar or fee earning/sales year, you notice that one or more of your team isn’t delivering. You want to correct the situation, but you have nothing on paper setting out the person’s targets. Like many businesses/, you may be making a common error – trying to run a business without a sales plan.